The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCE AUTO PARTS INC COM 00751Y106 4,780 28,900 SH   SOLE N/A 28,900 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 352 8,000 SH   SOLE N/A 8,000 0 0
COUPA SOFTWARE INC COM 22266L106 2,229 17,200 SH   SOLE N/A 17,200 0 0
DARDEN RESTAURANTS INC COM 237194105 981 8,300 SH   SOLE N/A 8,300 0 0
DIGIMARC CORP NEW COM 25381B101 7,614 194,785 SH   SOLE N/A 194,785 0 0
FERRARI N V COM N3167Y103 3,559 23,100 SH   SOLE N/A 23,100 0 0
HUBSPOT INC COM 443573100 3,578 23,600 SH   SOLE N/A 23,600 0 0
INSTRUCTURE INC COM 45781U103 12,793 330,229 SH   SOLE N/A 330,229 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 7,552 40,000 SH   SOLE N/A 40,000 0 0
MEDALLIA INC COM 584021109 7,389 269,379 SH   SOLE N/A 269,379 0 0
NEW YORK TIMES CO CL A 650111107 3,355 117,800 SH   SOLE N/A 117,800 0 0
OKTA INC CL A 679295105 3,423 34,768 SH   SOLE N/A 34,768 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 4,409 95,200 SH   SOLE N/A 95,200 0 0
PALO ALTO NETWORKS INC COM 697435105 13,412 65,800 SH   SOLE N/A 65,800 0 0
PEGASYSTEMS INC COM 705573103 4,974 73,100 SH   SOLE N/A 73,100 0 0
RADWARE LTD ORD M81873107 5,001 206,161 SH   SOLE N/A 206,161 0 0
RINGCENTRAL INC CL A 76680R206 3,365 26,775 SH   SOLE N/A 26,775 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 6,338 55,600 SH   SOLE N/A 55,600 0 0
TWILIO INC CL A 90138F102 6,543 59,500 SH   SOLE N/A 59,500 0 0
UXIN LTD ADS 91818X108 5,093 2,078,697 SH   SOLE N/A 2,078,697 0 0
YANDEX N V SHS CLASS A N97284108 5,815 166,100 SH   SOLE N/A 166,100 0 0
YELP INC CL A 985817105 1,988 57,222 SH   SOLE N/A 57,222 0 0
ZOGENIX INC COM NEW 98978L204 6,186 154,500 SH   SOLE N/A 154,500 0 0